Investing

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RETIREMENT PLANNING JAN 06, 2013
Real estate rebound taking hold

By Bruce Kelly
EQUITIES JAN 06, 2013
Promising future for U.S. equities

By Jeff Benjamin
EQUITIES JAN 06, 2013
Shopping spree

By JKEPHART
MUTUAL FUNDS JAN 06, 2013
Wells Fargo stable fund is restricted

By Robert Steyer
RETIREMENT PLANNING JAN 06, 2013
In a wirehouse first, Merrill offers a nontraded REIT

By Bruce Kelly
ETFS JAN 06, 2013
Fees, indexes take center stage in ETF competition

By Ari I. Weinberg
RETIREMENT PLANNING JAN 04, 2013
IRS hikes tax break for LTCI premiums

Small-business owners stand to benefit from deductions

By Darla Mercado
ETFS JAN 03, 2013
OppenheimerFunds raids rival in bid to add value to value funds

Spahr, three other Columbia Funds vets, sign on; 'no room for closet indexers'

By JKEPHART
Wall Street's crystal ball on the fritz in 2012
EQUITIES JAN 03, 2013
Wall Street's crystal ball on the fritz in 2012

Top prognosticators way off the mark last year; 'fear du jour'

By John Goff
Mutual dislike as stock funds see record outflows
MUTUAL FUNDS JAN 03, 2013
Mutual dislike as stock funds see record outflows

Amid a rising equity market, U.S. investors mostly have headed for the exits in 2012

By JKEPHART
Firm run by L.A Dodgers' owner buys big annuity seller
RETIREMENT PLANNING JAN 03, 2013
Firm run by L.A Dodgers' owner buys big annuity seller

Guggenheim to purchase Sun Life unit; CEO Mark Walter building a giant

By John Goff
Price war spreads to index funds as Fidelity slashes fees, minimums
ETFS JAN 03, 2013
Price war spreads to index funds as Fidelity slashes fees, minimums

Latest salvo in battle for market share

By JKEPHART
Citi, Merrill among firms settling over diversion of muni bond proceeds
FIXED INCOME JAN 02, 2013
Citi, Merrill among firms settling over diversion of muni bond proceeds

Five shops agree to $3.35 million Finra fines, $1.13 million in restitution.

By DJAMIESON
Timberland REIT takes axe to share price
ALTERNATIVES JAN 02, 2013
Timberland REIT takes axe to share price

On Monday, management at the very popular Timberland REIT took an ax to the trust's stock, lowering the per share valuation by 35%. Here's why.

By AOSTERLAND
MUTUAL FUNDS JAN 02, 2013
DoubleLine tries new fund idea in hot sector

By JKEPHART
EQUITIES JAN 01, 2013
Follow the money, again

A new white paper from Invesco's Richard Golod, Director, Global, Investment Strategies

By Invesco
EQUITIES JAN 01, 2013
Markets calm amid cliff talks

As the clock ticks down on the final day of 2012, the financial markets show a glimmer of hope that Washington will get its act together and reach some kind of agreement ahead of the year-end fiscal cliff.

By Jeff Benjamin
ALTERNATIVES DEC 30, 2012
The role of currency as an asset class

Frequent conversations with private clients reveal their desire to diversify into foreign currencies seeking to protect their purchasing power from a long-term decline in the value of the dollar. Yet, as a general rule, currencies as an asset class have not been embraced by private clients, and play no material role in their overall asset allocation. Why the disconnect? Samson Capital Advisors explores in this new white paper.

By Samson Capital Advisors
ICI, Chamber appeal CFTC mutual fund rule
ALTERNATIVES DEC 28, 2012
ICI, Chamber appeal CFTC mutual fund rule

Agency wants funds using commodities to register with it.

By Gregory Crawford
Big fund companies likely big winners in hedge fund ad rule
ALTERNATIVES DEC 28, 2012
Big fund companies likely big winners in hedge fund ad rule

Firms with alts like BlackRock, JPMorgan have muscle to seize the opportunity

By Gregory Crawford